Business Details
About
Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Lori Ruiz, AAMS®
821 SE 14th Loop, Battle Ground, WA
98604, United States
Hours
Reviews
4.5
8 reviews
5 stars
7
4 stars0
3 stars0
2 stars0
1 star
1
- BBBrianFeb 11, 20225.0I highly recommend Edward Jones. Invest in your future.
- BRBounce-N-Battle Party RentalsJul 8, 20195.0Lori is a professional that truly cares about her clients! My father recently passed away and he had an account with her. When Lori learned of my father's passing she Immediately reached out to me to offer condolences as well as support to review his account and sort through all the legal "stuff". Lori went out of her way to assist me in making phone calls, and reaching out to other financial institutions (including banks, other investment firms, mortgage company, life insurance policies, etc). Throughout the entire process she was professional yet warm and comforting. She wanted to make the transition was easy as possible for me and in my opinion went well above and beyond her scope of work. She spent a significant amount of time reviewing documents and helping me understand processes and what to expect. She maintained a smile and positive/professional attitude through my barrage of questions. As a someone that recently lost a family member I couldn't be more pleased with the service and support I received! Lori is a true gem and has certainly earned my respect and trust. It is without hesitation that I recommend Lori Ruiz with a 5 star rating!
Frequently Asked Questions About Edward Jones - Financial Advisor: Lori Ruiz, AAMS®
What services does Edward Jones - Financial Advisor: Lori Ruiz provide?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Lori Ruiz located?
The office is located at 821 SE 14th Loop, Suite 101, Battle Ground, WA 98604, USA.
What are the business hours for Edward Jones - Financial Advisor: Lori Ruiz?
Open Monday to Friday from 8:30 AM to 5:00 PM, with extended hours until 7:00 PM on Tuesday and Thursday. Closed on Saturdays and Sundays, but appointments are available by request on weekends.
How can I make an appointment or contact Lori Ruiz at Edward Jones?
You can contact Lori Ruiz by phone at +1 360-687-8837, email at lori.ruiz@edwardjones.com, or book an appointment via their online contact page.
Does Edward Jones - Financial Advisor: Lori Ruiz offer resources for retirement planning?
Yes, they offer a retirement savings calculator available online to help clients prepare for their financial future.
What languages are services offered in at this Edward Jones office?
Services are provided in English.
Are there any nearby businesses where I can get financial and accounting services?
Yes, Ashley Gebhardt CPA PLLC, offering accounting and trust services, and several mortgage brokers like Mortgage Window, Inc. and Jeff Beard Mortgage Broker are nearby.
What local places can I visit for beauty or spa services near Edward Jones?
Nearby beauty and spa options include Glō Aesthetics + Wellness, Parlour ’73 hair salon, FUSE House of Hair, Lux V Salon, sskin skincare, and Esthetics by Michelle at FUSE.
Are there any nearby places to relax and enjoy some local brews after visiting Edward Jones?
Yes, you can visit nearby breweries and pubs such as Northwood Public House and Brewery and Laurelwood Public House & Brewery for a pleasant experience.
Can I find architectural or professional services close to the Edward Jones office?
Yes, Johansson Wing Architects for architectural and engineering services and Cavens Photography for professional event and real estate photography are nearby.